Part 5 explores Trump Accounts, a new children’s savings vehicle created under OBBBA, explaining how they work, where they fit in the planning landscape, and why their long-term structure and restrictions make thoughtful coordination essential.
Geopolitical events can create short-term market uncertainty, but history shows their long-term impact on diversified portfolios is often limited. By understanding how these events typically influence markets—especially through energy prices—investors can stay focused on fundamentals and avoid reacting to headlines.
Estate planning is more than having documents in place—it’s about ensuring every detail works together to reflect what matters most. When account titling, beneficiary designations, and key authorizations are aligned with your intentions, your plan creates clarity, dignity, and peace of mind for the people you love.
OBBBA has shifted estate planning away from minimizing estate taxes and toward managing income taxes and flexibility across generations. In this installment, I explore how strategies like powers of appointment and thoughtfully designed generational trusts can help families preserve wealth more efficiently.
Moving out of the family home is both a practical process and an emotional transition, requiring thoughtful decisions about what to keep, pass on, sell, or let go. With the right planning—from involving family to organizing donations and documenting assets—you can simplify the move while preserving what matters most.
Part 3 of the OBBBA series takes a closer look at the Alternative Minimum Tax (AMT), explaining why more households may be affected under the new rules and what planning opportunities can help you avoid unexpected liability.
